Mackenzie Financial
SRGA

Mackenzie Financial’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Mackenzie Financial’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-824
Closed -$149K – 1297
2019
Q1 		$149K Buy
+824
New +$119K ﹤0.01% 1190
2018
Q2 		– Sell
-588
Closed -$81K – 1071
2018
Q1 		$81K Buy
588
+100
+20% +$13.6K ﹤0.01% 919
2017
Q4 		$60K Buy
488
+146
+43% +$20K ﹤0.01% 814
2017
Q3 		$47K Buy
+342
New +$51.6K ﹤0.01% 617

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $257M AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's SRGA Position: Q2 2019 in Review

Mackenzie Financial sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2019, closing a stake of 824 shares — an estimated $149K sold.

Mackenzie Financial first reported a position in SRGA in Q3 2017 and held it in 4 quarters. The position peaked at $149K in Q1 2019. 106 funds tracked by Wall St. Rank hold SRGA as of Q2 2019.

  • Mackenzie Financial reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Mackenzie Financial sold 824 Surgalign Holdings, Inc. Common Stock shares in Q2 2019, an estimated $149K.
  • Mackenzie Financial first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2017 and held it in 4 quarters.
  • Mackenzie Financial's Surgalign Holdings, Inc. Common Stock position peaked at $149K in Q1 2019.
  • 106 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2019.

Based on Mackenzie Financial's 13F filing for Q2 2019, filed 14 Aug 2019.